Atria Wealth Solutions, Inc. Invesco Exchange Traded Fd Tr Transaction History

Atria Wealth Solutions, Inc.

$8.89 Billion
Q3 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 Aug 22, 2023	BUY	$36.3 - $48.21 $191,373 - $254,163	5,272 New	5,272 $213,000
Q1 2023 Jun 14, 2023	BUY	$36.3 - $48.21 $40,510 - $53,802	1,116 Added 21.17%	6,388 $258,000
Q1 2023 May 10, 2023	SELL	$36.3 - $48.21 $40,510 - $53,802	-1,116 Reduced 17.47%	5,272 $213,000
Q4 2022 Aug 30, 2023	BUY	$36.32 - $52.3 $232,012 - $334,092	6,388 New	6,388 $244,000
Q4 2022 Feb 13, 2023	BUY	$36.32 - $52.3 $1,234 - $1,778	34 Added 0.54%	6,388 $244,000
Q3 2022 Nov 14, 2022	SELL	$45.37 - $64.82 $785,989 - $1.12 Million	-17,324 Reduced 73.16%	6,354 $306,000
Q2 2022 Aug 15, 2022	BUY	$42.19 - $68.38 $103,112 - $167,120	2,444 Added 11.51%	23,678 $1.08 Million
Q1 2022 May 16, 2022	BUY	$50.93 - $72.96 $1.08 Million - $1.55 Million	21,234 New	21,234 $1.38 Million

Others Institutions Holding PBW

# of Institutions

141

Shares Held

3.69M

Call Options Held

5.7K

Put Options Held

7.9K

About INVESCO EXCHANGE-TRADED FD TR

Ticker PBW
Sector ETFs
Industry ETFs

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Atria Wealth Solutions, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Atria Wealth Solutions, Inc. with notifications on news.